Peterson Wealth Management Schwab Strategic Tr Us Large C Transaction History
Peterson Wealth Management
- $161 Million
- Q2 2024
A detailed history of Peterson Wealth Management transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Peterson Wealth Management holds 4,440 shares of SCHX stock, worth $300,188. This represents 0.18% of its overall portfolio holdings.
Number of Shares
4,440
Previous 4,440
-0.0%
Holding current value
$300,188
Previous $275,000
3.64%
% of portfolio
0.18%
Previous 0.2%
Shares
1 transactions
Others Institutions Holding SCHX
# of Institutions
1,314Shares Held
447MCall Options Held
24.7KPut Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA149MShares$10.1 Billion1.85% of portfolio
-
Creative Planning Overland Park, KS28.2MShares$1.91 Billion1.94% of portfolio
-
Us Bancorp \De\14.3MShares$968 Million1.26% of portfolio
-
Sei Investments CO Oaks, PA12.5MShares$847 Million1.17% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.6MShares$716 Million25.33% of portfolio